WeDid: Invoice Generation Engine

Challenges:

This customer works as an Education Institution. They currently target both businesses (B2B) and Individual Marketing (B2C). From their sales, they have categorised their customers into 5 different types.

This customer has been using their existing invoice generation engine in Salesforce for several years now. Their existing invoice generation engine currently isn’t supported for all their sale types because:

Each of the sales types has a different trigger point for invoice generation (e.g. Generate invoices manually, scheduled invoice generation, recurring invoice generation, etc)

Different attachments are required for invoices with different sales types (e.g. Student list is required for B2B sales but not for B2C sales)

The requirement for WDCi was to find a way to enhance the invoice generation engine to ensure:

Invoice generation is supported for all sales types

Email notification is generated with invoice and allows users to add multiple recipients

High volume processing required for invoice generation

Solutions:

The expert solution that WDCi came up with included:

Analysing and reviewing the existing solution

Identifying the components to be updated or decommissioned

Normalise the complex requirement

Develop a new Apex code that will handle invoice generation for all sales types.